Danilo Gualda
Katz
Sunstate Wealth Management LLC
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About this Advisor
Danilo Gualda Katz is a financial advisor based in Miami, Florida, working with Sunstate Wealth Management LLC. Danilo has previously held positions at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank N.A, and Sunstate Wealth Management, LLC. Danilo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Danilo is part of Sunstate Wealth Management LLC, which operates out of Miami, Florida. The firm has 4 employees and manages assets totaling $173.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Sunstate Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Sunstate Wealth Management LLC Brokerage Details
$173,322,901
4
17
$10,195,465
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Danilo Gualda Katz Work History
Sunstate Wealth Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Chase Bank N.A
Disclosures
Please visit the SEC profile of Danilo Gualda Katz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sunstate Wealth Management LLC
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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